Latest Institutional Transactions on Vanguard Bd Index Fd Inc Short (BSV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-8.15K- 17.54% |
$627K - $638K
|
38.3K
$3M
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-15.1K- 66.11% |
$1.16M - $1.18M
|
7.74K
$606K
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
672+ 11.37% |
$51.7K - $52.6K
|
6.58K
$516K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
75.1K+ 1.2% |
$5.78M - $5.88M
|
6.34M
$497M
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.58KNew |
$199K - $202K
|
2.58K
$202K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.55M- 24.36% |
$504M - $513M
|
20.3M
$1.59B
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.5KNew |
$1.5M - $1.53M
|
19.5K
$1.53M
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
400+ 29.96% |
$30.8K - $31.3K
|
1.74K
$136K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-79- 0.41% |
$6.08K - $6.18K
|
19K
$1.49M
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
2.18K+ 3.26% |
$167K - $170K
|
69K
$5.41M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-226- 0.28% |
$17.4K - $17.7K
|
79.2K
$6.21M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.32K+ 163.39% |
$486K - $495K
|
10.2K
$798K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.75KNew |
$673K - $685K
|
8.75K
$686K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
82+ 2.03% |
$6.31K - $6.42K
|
4.12K
$323K
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5.01K- 6.68% |
$385K - $392K
|
70K
$5.48M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.13K- 7.21% |
$241K - $245K
|
40.2K
$3.15M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.25% |
$154 - $157
|
803
$62.9K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3New |
$231 - $235
|
3
$235
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-432- 25.55% |
$33.2K - $33.8K
|
1.26K
$98.7K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.17% |
$1.23K - $1.25K
|
9.31K
$729K
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.67K+ 10.12% |
$359K - $366K
|
50.8K
$3.98M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-94- 3.82% |
$7.23K - $7.36K
|
2.37K
$185K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.2K+ 3.73% |
$477K - $485K
|
173K
$13.5M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
73.3K+ 7.49% |
$5.64M - $5.74M
|
1.05M
$82.4M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.8K+ 11.77% |
$1.06M - $1.08M
|
131K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.55% |
$154 - $157
|
364
$28.5K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.3K- 5.8% |
$254K - $259K
|
53.7K
$4.21M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.8K+ 4.98% |
$3.91M - $3.98M
|
1.07M
$84M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.13K- 2.29% |
$471K - $479K
|
262K
$20.5M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
233+ 10.57% |
$17.9K - $18.2K
|
2.44K
$191K
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
31.3K+ 45.87% |
$2.41M - $2.45M
|
99.4K
$7.79M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
921+ 20.96% |
$70.9K - $72.1K
|
5.32K
$417K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.36K- 2.34% |
$182K - $185K
|
98.3K
$7.7M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.82K+ 3.33% |
$140K - $142K
|
56.4K
$4.42M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.31K+ 1.84% |
$178K - $181K
|
128K
$10M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-417- 4.23% |
$32.1K - $32.6K
|
9.45K
$740K
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-2.36K- 1.18% |
$181K - $184K
|
197K
$15.4M
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.5% |
$3.62K - $3.68K
|
9.37K
$735K
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
4.11K+ 5.66% |
$316K - $322K
|
76.7K
$6.01M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.6K- 18.47% |
$200K - $203K
|
11.5K
$898K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
8K+ 6.02% |
$615K - $626K
|
141K
$11M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10.3K- 8.6% |
$791K - $805K
|
109K
$8.57M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.31K- 54.75% |
$409K - $416K
|
4.39K
$344K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
27.6K+ 32.25% |
$2.12M - $2.16M
|
113K
$8.86M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
277K+ 47.71% |
$21.3M - $21.6M
|
856K
$67.1M
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 2.49% |
$1.02M - $1.04M
|
548K
$42.9M
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
72.1K+ 25.83% |
$5.54M - $5.64M
|
351K
$27.5M
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-235- 0.47% |
$18.1K - $18.4K
|
50.1K
$3.93M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 13.25% |
$2.18M - $2.22M
|
186K
$14.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 3.93% |
$9.05M - $9.21M
|
3.11M
$244M
|